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SEGMENT INFORMATION - Schedule of Reconciliation (Details) - USD ($)
$ in Thousands
3 Months Ended 6 Months Ended
Jun. 30, 2026
Jun. 30, 2025
Jun. 30, 2026
Jun. 30, 2025
Segment Reporting [Abstract]        
Total segment gross profit $ 291,080 $ 152,193 $ 605,973 $ 286,447
Costs and expenses        
General and administrative expenses 13,445 10,269 30,976 21,333
Depreciation and amortization 272 84 544 162
Total costs and expenses 13,717 10,353 31,520 21,495
Gain on settlement of Relief Canyon fixed obligation 2,575 0 2,575 0
Operating income 279,938 141,840 577,028 264,952
Fair value changes in equity securities 21,863 3 27,813 (34)
Gain on sale of marketable securities 458 0 14,573 0
Interest and other income 3,551 2,713 6,743 4,762
Interest and other expense (10,010) (1,544) (23,253) (2,701)
Income before income taxes $ 295,800 $ 143,012 $ 602,904 $ 266,979